Power take off
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A power take-off or power takeoff (PTO) is one of several methods for taking power from a power source, such as a running
engine An engine or motor is a machine designed to convert one or more forms of energy into mechanical energy. Available energy sources include potential energy (e.g. energy of the Earth's gravitational field as exploited in hydroelectric power ...
, and
transmitting In electronics and telecommunications, a radio transmitter or just transmitter is an electronic device which produces radio waves with an antenna. The transmitter itself generates a radio frequency alternating current, which is applied to th ...
it to an application such as an attached implement or separate machine. Most commonly, it is a splined drive shaft installed on a
tractor A tractor is an engineering vehicle specifically designed to deliver a high tractive effort (or torque) at slow speeds, for the purposes of hauling a trailer or machinery such as that used in agriculture, mining or construction. Most commo ...
or
truck A truck or lorry is a motor vehicle designed to transport cargo, carry specialized payloads, or perform other utilitarian work. Trucks vary greatly in size, power, and configuration, but the vast majority feature body-on-frame constructi ...
allowing implements with mating fittings to be powered directly by the engine. Semi-permanently mounted power take-offs can also be found on industrial and marine engines. These applications typically use a drive shaft and
bolted joint A bolted joint is one of the most common elements in construction and machine design. It consists of a male threaded fastener (e. g., a bolt) that captures and joins other parts, secured with a matching female screw thread. There are two main ...
to transmit power to a secondary implement or accessory. In the case of a marine application, such shafts may be used to power fire pumps. In
aircraft An aircraft is a vehicle that is able to fly by gaining support from the air. It counters the force of gravity by using either static lift or by using the dynamic lift of an airfoil, or in a few cases the downward thrust from jet engine ...
applications, such an
accessory drive The accessory drive is a gearbox that forms part of a gas turbine engine. Although not part of the engine's core, it drives the accessories, fuel pumps, etc., that are otherwise essential for the operation of the engine or the aircraft on which i ...
may be used in conjunction with a constant speed drive. Jet aircraft have four types of PTO units: internal gearbox, external gearbox, radial drive shaft, and bleed air, which are used to power engine accessories. In some cases, aircraft power take-off systems also provide for putting power ''into'' the engine during engine start.NASA Technical Memorandum 101731; Monitoring Techniques for "X-29A Aircraft's High Speed Rotating Power Takeoff Shaft"; David F Voracek, Ames Research Center, Dryden Flight Research Facility, Edwards, California, December 199
nasa.gov
/ref> See also Coffman starter. Also, in wave energy technology to harness the ocean wave energy, the power take-off systems are used. The working principle can vary and be classified as a direct mechanical drive system, hydro turbine transfer system, hydro motor system, pneumatic air turbine transfer system, and direct electrical drive system.


History

Various power transmission methods were available before power take-offs became common, but there were applications which would benefit more from some of the attributes that PTOs would provide. Flat belts were generally only useful for applications where the engine was stationary, such as factory steam engines, portable stationary engines, or
traction engine A traction engine is a steam engine, steam-powered tractor used to move heavy loads on roads, plough ground or to provide power at a chosen location. The name derives from the Latin ''tractus'', meaning 'drawn', since the prime function of any t ...
s parked in front of the work. For moving vehicles such as a
traction engine A traction engine is a steam engine, steam-powered tractor used to move heavy loads on roads, plough ground or to provide power at a chosen location. The name derives from the Latin ''tractus'', meaning 'drawn', since the prime function of any t ...
or early
tractor A tractor is an engineering vehicle specifically designed to deliver a high tractive effort (or torque) at slow speeds, for the purposes of hauling a trailer or machinery such as that used in agriculture, mining or construction. Most commo ...
towing a farm implement, the implement could receive rotary power by taking it from one of its own wheels (whose turning was imparted by the towing) and distributing it via roller chains (to a sickle bar's crank, for example), but such a transmission ceases if the vehicle stops traveling, and the workload's resistance tends to make the wheel skid rather than turn, even if cleated. The concept of a shaft drive with easily connected and disconnected couplings, and flexibility for driving at changing angles (such as when an articulated tractor-and-trailer combination turns), was a goal to pursue. Experimental power take-offs were tried as early as 1878, and various homemade versions were constructed over the subsequent decades.  
International Harvester The International Harvester Company (often abbreviated by IHC, IH, or simply International ( colloq.)) was an American manufacturer of agricultural and construction equipment, automobiles, commercial trucks, lawn and garden products, household e ...
Company (IHC) was first to market with a PTO on a production tractor, with its model 8-16, introduced in 1918.. Edward A. Johnston, an IHC engineer, had been impressed by a homemade PTO that he saw in France about a decade before, improvised by a French farmer and mechanic surnamed Gougis. He and his IHC colleagues incorporated the idea into the 8-16, and designed a family of implements to take advantage of the feature. IHC was not alone in the market for long, as within a year PTOs were appearing on other production tractors, such as some Case models. In 1920, IHC offered the PTO option on their 15-30 tractor, and it was the first PTO-equipped tractor to be submitted for a Nebraska tractor test. The PTO was a competitive advantage for IHC in the 1920s, and other companies eventually caught up with PTO implementation. Inside the transmission, the exact point along the
gear train A gear train is a mechanical system formed by mounting gears on a frame so the teeth of the gears engage. Gear teeth are designed to ensure the pitch circles of engaging gears roll on each other without slipping, providing a smooth transmission ...
where the power is taken off determines whether the PTO can be run independently of vehicle travel (
ground speed Ground speed is the horizontal speed of an aircraft relative to the Earth’s surface. It is vital for accurate navigation that the pilot has an estimate of the ground speed that will be achieved during each leg of a flight. An aircraft diving ve ...
). Early PTOs were often taken off the main output shaft, meaning that the vehicle had to be "in gear" in order to run the PTO. Later this was improved by so-called live PTO (LPTO) designs, which allow control of the PTO rotation independently of the tractor motion. This is an advantage when the load driven by the PTO requires the tractor motion to slow or stop running to allow the PTO driven equipment to catch up. It also allows operations where the tractor remains parked, such as silo-filling or unloading a
manure spreader A manure spreader or muck spreader or honey wagon is an agricultural machine used to distribute manure over a field as a fertilizer. A typical (modern) manure spreader consists of a trailer towed behind a tractor with a rotating mechanism driven b ...
to a pile or lagoon rather than across a field. In 1945, Cockshutt Farm Equipment Ltd of
Brantford Brantford ( 2021 population: 104,688) is a city in Ontario, Canada, founded on the Grand River in Southwestern Ontario. It is surrounded by Brant County, but is politically separate with a municipal government of its own that is fully independ ...
, Ontario, Canada, introduced the Cockshutt Model 30 tractor with LPTO. Most PTOs built today are live. In modern tractors, LPTO is often controlled by push-button or selector switch. This increases safety of operators who need to get close to the PTO shaft.


Safety

The PTO and its associated shafts and
universal joint A universal joint (also called a universal coupling or U-joint) is a joint or coupling connecting rigid shafts whose axes are inclined to each other. It is commonly used in shafts that transmit rotary motion. It consists of a pair of hinges ...
s are a common cause of incidents and injury in farming and industry. According to the National Safety Council, six percent of tractor related fatalities in 1997 in the United States involved the PTO. Incidents can occur when loose clothing is pulled into the shaft, often resulting in bone fractures, loss of limb, or death to its wearer. On April 13, 2009 former Major League Baseball star
Mark Fidrych Mark Steven Fidrych ( ; August 14, 1954 – April 13, 2009), nicknamed "The Bird", was an American Major League Baseball (MLB) baseball pitcher. He pitched his entire career for the Detroit Tigers (1976–1980). Known for his quirky antics ...
died as a result of a PTO related accident; "He appeared to have been working on the truck when his clothes became tangled in the truck's power take-off shaft", District Attorney Joseph Early Jr. said in a statement. Despite much work to reduce the frequency and severity of agricultural injuries, these events still occur. Power take-off entanglements are one example of agricultural events that can lead to death or permanent disability. Some implements employ light free-spinning protective plastic guards to enshroud the PTO shaft; these are mandatory in some countries. In the UK, Health and Safety Executive guidance is contained in a leaflet.


Technical standardization

Agricultural PTOs are
standardized Standardization or standardisation is the process of implementing and developing technical standards based on the consensus of different parties that include firms, users, interest groups, standards organizations and governments. Standardization ...
in dimensions and speed. The
ISO ISO is the most common abbreviation for the International Organization for Standardization. ISO or Iso may also refer to: Business and finance * Iso (supermarket), a chain of Danish supermarkets incorporated into the SuperBest chain in 2007 * Iso ...
standard for PTOs is ''ISO 500'', which as of the 2004 edition was split into three parts: #''ISO 500-1'' General specifications, safety requirements, dimensions for master shield and clearance zone #''ISO 500-2'' Narrow-track tractors, dimensions for master shield and clearance zone #''ISO 500-3'' Main PTO dimensions and spline dimensions, location of PTO. The original type (designated as Type 1) calls for operation at 540
revolutions per minute Revolutions per minute (abbreviated rpm, RPM, rev/min, r/min, or with the notation min−1) is a unit of rotational speed or rotational frequency for rotating machines. Standards ISO 80000-3:2019 defines a unit of rotation as the dimension ...
(rpm). A shaft that rotates at 540 rpm has six splines on it, and a diameter of . Two newer types, supporting higher power applications, operate at 1000 rpm and differ in shaft size. The larger shaft has 20 splines (diameter ) (designated as Type 3), while the smaller has 21 splines (diameter ) (designated as Type 2). Farmers typically differentiate these two types by calling them "large 1000" or "small 1000" as compared to the Type 1 which is commonly referred to as the "540". Due to ever-increasing horsepower requirements from farm implements, and higher horsepower engines being installed in farm tractors, a still larger type (designated as Type 4) has been added to ISO 500. It operates at a higher rotational speed of 1300 rpm in order to allow for power transfer at reduced levels of torque. The shaft has 22 splines with a major diameter of 57.5 millimeters (mm). It is meant to handle PTO powers up to 450
kilowatts The watt (symbol: W) is the unit of power or radiant flux in the International System of Units (SI), equal to 1 joule per second or 1 kg⋅m2⋅s−3. It is used to quantify the rate of energy transfer. The watt is named after James W ...
(kW), or roughly 600
horsepower Horsepower (hp) is a unit of measurement of power, or the rate at which work is done, usually in reference to the output of engines or motors. There are many different standards and types of horsepower. Two common definitions used today are t ...
(hp). All four types rotate counterclockwise when viewed from inside the tractor's cab; when standing behind the tractor, the shaft turns clockwise. A 10-spline type was used with some early equipment such as the 1948
Land Rover Land Rover is a British brand of predominantly four-wheel drive, off-road capable vehicles, owned by multinational car manufacturer Jaguar Land Rover (JLR), since 2008 a subsidiary of India's Tata Motors. JLR currently builds Land Rovers ...
. A six-spline adapter was usually supplied. It is customary for agricultural machines manufacturers to provide the nominal PTO power specification, an indication of the available instantaneous power at the shaft. Newer tractors may come equipped with 540/540E and/or 1000/1000E options that allow the tractor to power certain low-power-demand implements like
hay rake A hay rake is an agricultural rake used to collect cut hay or straw into windrows for later collection (e.g. by a baler or a loader wagon). It is also designed to fluff up the hay and turn it over so that it may dry. It is also used in the even ...
s or tedders using lower engine speeds to maintain the revolutions per minute needed, using less fuel and placing less stress on the engine – thereby improving efficiency and reducing costs. The first industry
standard Standard may refer to: Symbols * Colours, standards and guidons, kinds of military signs * Standard (emblem), a type of a large symbol or emblem used for identification Norms, conventions or requirements * Standard (metrology), an object th ...
for PTO design was adopted by ASAE (the American Society of Agricultural Engineers) in April 1927. The PTO rotational speed was specified as 536 ± 10 rpm; the direction was clockwise. The speed was later changed to 540 rpm.


Use on commercial vehicles

Truck transmissions have one or more locations which allow for a PTO to be mounted. The PTO must be purchased separately and care is required to match the physical interface of the transmission with a compatible PTO. PTO suppliers will usually require details of the make, model and even serial number of the transmission. Care is also needed to ensure that the physical space around the transmission allows for installation of the PTO. The PTO is engaged and disengaged using the main transmission clutch and a remote control mechanism which operates on the PTO itself. Typically, an air valve is used to engage the PTO, but a mechanical linkage, electric or hydraulic mechanism are also options. Most
Unimog The Unimog (, ) is a range of multi-purpose tractors, trucks and lorries that has been produced by Boehringer from 1948 until 1951, and by Daimler Truck (formerly Daimler-Benz, DaimlerChrysler and Daimler AG) since 1951. In the United States and ...
s come with front and/or rear PTOs and hydraulics as well as three point hitch systems. Units will be rated according to the continuous and intermittent torque that can be applied through them and different models will offer different "PTO shaft rotation to engine RPM" ratios. In the majority of cases, the PTO will connect directly to a hydraulic pump. This allows for transmission of mechanical force through the hydraulic fluid system to any location around the vehicle where a hydraulic motor will convert it back into rotary or linear mechanical force. Typical applications include: * Running a water pump on a fire engine or water truck * Running a truck mounted hot water extraction machine for carpet cleaning (driving vacuum blower and high-pressure solution pumps) * Powering a blower system used to move dry materials such as cement *Powering a vehicle-integrated air compressor system * Raising a dump truck bed * Operating the mechanical arm on a bucket truck used by electrical maintenance personnel or cable TV maintenance crews * Operating a winch on a tow truck * Operating the compactor on a garbage truck * Operating a Boom/Grapple truck * Operating a truck mounted
tree spade A tree spade is a specialized machine that mechanizes the transplanting of large plants whose hand-powered transplanting (using traditional spades, wagons, and other equipment) would be prohibitively laborious. These include large bushes and ...
and lift-mast assembly


Split shaft

A split shaft PTO is mounted to the truck's drive shaft to provide power to the PTO. Such a unit is an additional gearbox that separates the vehicle's drive shaft into two parts: * The gearbox-facing shaft which will transmit the power of the engine to the split shaft PTO; * The axle-facing shaft which transmit the propelling power to the axle. The unit itself is designed to independently divert the engine's power to either the axle-facing shaft or the additional PTO output shaft. This is done by two independent clutches like tooth or dog clutches, which can be operated at total
driveline A drivetrain (also frequently spelled as drive train or sometimes drive-train) is the group of components that deliver mechanical power from the prime mover to the driven components. In automotive engineering, the drivetrain is the components o ...
standstill only. Because the main gearbox changes the rotation speed by selection of a gear, the PTO cannot be operated while the vehicle is moving. On 4x4 vehicles, only the rear drive shaft is used by the split shaft PTO gearbox, requiring the vehicle's 4x4 drive scheme to be of the ''selectable 4WD'' type to keep the front axle drive shaft completely decoupled during PTO operation. It is also possible to connect something other than a hydraulic pump directly to the PTO: for example, fire truck pumps.


"Sandwich" split shaft

A "sandwich" type split shaft unit is mounted between engine and transmission and used on road maintenance vehicles, fire fighting vehicles and off-road vehicles. This unit gets the drive directly from the engine shaft and can be capable of delivering up to the complete engine power to the PTO. Usually these units come with their own lubricating system. Due to the sandwich mounting style, the gearbox will be moved away from the engine, requiring the driveline to accommodate the installation.


See also

*
Balancing machine A balancing machine is a measuring tool used for balancing rotating machine parts such as rotors for electric motors, fans, turbines, disc brakes, disc drives, propellers and pumps. The machine usually consists of two rigid pedestals, with suspe ...


References


Bibliography

* {{DEFAULTSORT:Power Take-Off ISO standards Agricultural machinery